Icon Wealth Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,730
| Closed | -$124K | – | 495 |
|
|
2024
Q1 | $124K | Buy |
7,730
+1,746
| +29% | +$28K | 0.01% | 435 |
|
|
2023
Q4 | $106K | Buy |
+5,984
| New | +$106K | 0.01% | 420 |
|
|
2022
Q4 | – | Sell |
-6,052
| Closed | -$120K | – | 405 |
|
|
2022
Q3 | $120K | Buy |
+6,052
| New | +$120K | 0.01% | 370 |
|